John Paul Dunnbier (CRD# 5133461) is an Investment Advisor Representative working at Western International Securities in Petaluma, CA and has over 9 years of experience in the finance industry.
CRD# 2626420
Alpha Blue Capital
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Social Equity Group, Inc. | San Francisco, CA | Nov 2022 - Current | 1 |
| Western International Securities, Inc. | Pasadena, CA | Aug 2017 - Current | 6 |
| Financial West Group | Westlake Village, CA | Apr 2006 - Aug 2017 | 11 |
| Golden Gate National Parks Conservancy | San Francisco, CA | Jun 1999 - Apr 2016 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
| S63 | Uniform Securities State Law Examination | Jan 2015 |
- CA
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Total Assets Under Management3,687MILLIONS
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Total Number of Accounts12,197ACCOUNTS
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Average Account Value$302,322
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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